How to Search for a Bulk Email in CRM

Overview:

This article provides the step-by-step process on how to search for bulk emails in Xvantage for Associates (X4A) CRM.

Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM, navigate to Bulk Emails under the Extensions section in the sidebar menu.
By default, you will land on the Active Bulk Emails view.
To search for a specific bulk email, use the Filter By option in the Name category.
Click on the Name category header.
Select Filter By from the dropdown menu.
Change the filter from Equals to Contains for a broader search.
Enter the name or partial name of the bulk email and click Apply. Results will appear based on your search criteria.
Alternatively, you can use the Quick Find icon for an even faster search.